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NewSquare Capital’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

NewSquare Capital’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-60
Closed -$2.99K – 923
2022
Q4 		$2.99K Hold
60
– – ﹤0.01% 428
2022
Q3 		$3K Hold
60
– – ﹤0.01% 331
2022
Q2 		$3K Hold
60
– – ﹤0.01% 308
2022
Q1 		$4K Buy
+60
New +$3.83K ﹤0.01% 319

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

NewSquare Capital's IGLB Position: Q1 2023 in Review

NewSquare Capital sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2023, closing a stake of 60 shares — an estimated $2.99K sold.

NewSquare Capital first reported a position in IGLB in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 136 funds tracked by Wall St. Rank hold IGLB as of Q1 2023.

  • NewSquare Capital reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • NewSquare Capital sold 60 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $2.99K.
  • NewSquare Capital first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
  • NewSquare Capital's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $4K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on NewSquare Capital's 13F filing for Q1 2023, filed 1 May 2023.